Automation for law offices

Law Office automation: less phone tag, more booked matters.

Potential clients call several firms and hire whoever responds first. Intake, document requests and follow-up drain attorney and staff time.

Built for law offices

What a bot can take off your plate

  • Intake responseNew inquiries get a fast, professional reply and a consult booking link.
  • Consult notes to action itemsConsults turn into clear next steps and follow-up drafts for review.
  • Document requestsClients get reminders until their documents are in.
  • Routine letter draftingRoutine letters and forms are drafted for attorney review.
  • Conflict-check prepIntake details are organized for a quick conflict check before the consult.
  • Engagement letter and retainer follow-upUnsigned engagement letters get reminders, so matters open on time.
  • Court date and deadline remindersClients get reminders about hearings and filing dates, so they don't sneak up.
  • Case status updatesClients get periodic plain-English status updates, cutting down on 'any news?' calls.
  • Review and referral asksClosed matters trigger a well-timed review and referral request.
  • Statute and deadline calendaringKey deadlines from new matters are added to the calendar with staff reminders, drafted for attorney review.
  • Client portal document uploadsClients get a secure upload link with a checklist of what's still needed.
  • Retainer balance alertsWhen a trust or retainer balance runs low, the client gets a polite replenishment reminder.
  • Intake qualification questionsInquiries answer a few practice-area questions first, so attorneys only consult on matters they take.

Plus the everyday essentials

  • After-hours missed-call text-backPotential clients who call after hours get a prompt reply and a consult link.
  • Consult bookingProspects book their own consultation time.
  • Consult remindersProspects get reminders before consults, cutting no-shows.
  • Invoice remindersOpen invoices get polite, professional reminders.
  • Lead capture from site and directoriesWebsite and directory inquiries land in one intake list with a fast reply.
  • Inbox sortingCourt, client and opposing counsel emails are sorted by matter.
  • Past-client check-insFormer clients get occasional, appropriate check-ins for future needs.
  • Weekly intake reportSee new inquiries, consults booked, matters opened and unpaid invoices.

You approve every message before it goes live. Automatic texts only use templates you signed off on, and one-off replies wait for your OK.

Try it · Interactive demo

See it work for a business like yours

What this saves you: Intake calls get a quick reply and a consult booking instead of voicemail.

Sample demo for an example company. Sample ranges are not Blueprint Pilot pricing; your own price book is used. In this demo, booking links open our free 30-minute Automation Blueprint call.

Start here

The starter package

Missed-call text-back plus review requests. Every missed caller gets an instant text with your booking link, and every customer gets a well-timed review ask after the job. Set up in 7 days or less once we have your info. Texting turns on after carrier (10DLC) approval. The care plan is optional.

Missed-revenue calculator

What are missed calls costing your law office business?

Plug in your own numbers. It's a rough estimate, not a promise.

From the customer’s side

“I’m a real estate investor and I call a lot of businesses. If I call and nobody answers, I’m onto the next call. But if I know the company will call me back, or their website makes the service and price look outstanding, I’ll wait for their call.”

Tim Conti, founder of Blueprint Pilot, speaking as a customer

Picking up is always best. When you can’t, an instant text-back is the backup that keeps that caller from moving on.

Sound familiar?

Common problems for law offices

  • Potential clients contacting several firms at once
  • Intake calls missed while attorneys are in court
  • Document requests that clients forget
  • Consult no-shows
  • After-hours inquiries that go unanswered until morning

Nationwide

Law offices near you

We set up automations for law offices anywhere in the U.S. Setup is done remotely, so your location doesn’t matter. We’re based in the Phoenix area, and these local pages show how it looks for law offices in one market: Phoenix · Mesa · Chandler · Scottsdale · Gilbert · Tempe · Glendale · Peoria.

See all locations.

Watch it happen

We build your site, then switch on the automations

First the website goes up, on desktop and phone. Then the bots connect: new leads get an instant text, bookings land on your calendar, review requests go out and you get notified.

Website builds include your first year of hosting, your domain and business email (forwarding or a basic mailbox). After year one, they roll into your monthly care plan. Your domain is registered in your name, so you own it. Google Workspace mailboxes are available as an add-on.

Sample companies for illustration only.

Website that works for you

No website? We build one.

If you don't have a site, or yours doesn't bring in calls, we build a fast, mobile-friendly one with booking, quote requests and the bots above built in. It runs on the same low-cost setup we use ourselves, and it's in your name: your domain, your accounts. You own it. We hand you the keys.

Your first year of hosting, your domain and business email (forwarding or a basic mailbox) are included with the build. After year one, they roll into your monthly care plan, which also covers changes and upkeep. Google Workspace mailboxes are available as an add-on. Quoted after a short call.

Your first step

Free 30-minute Automation Blueprint call

  • The bots that would save you the most time
  • A rough plan for what to build first
  • A quote after the call